Consulting & Training
An executive thought partner for your operating challenges.
Bring one recurring problem. Work with Willis to clarify its causes, examine possible responses, and develop a focused action plan. Where appropriate, practice using AI to prepare drafts, compare information, and explore alternatives—with clear verification and human review.
Both engagement formats take place on weekends.
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Work with Willis
Proposed pilot formats. Scope and availability are being established.
A focused consultation held on weekends to examine one recurring operating challenge, explore symptoms and possible causes, clarify decision ownership, and identify a practical next step. Where appropriate, examine how AI could support the work and what human review it would require.
A practical training experience held on weekends in which executive directors examine an operating problem, practice responsible AI use, challenge assumptions, and develop an implementation plan.
Proposed weekend agenda
Proposed two-part virtual weekend pilot, with three hours on Saturday and three hours on Sunday. Dates, time zone, fee, and cohort size will be confirmed before registration.
This is practical working time. Participants develop draft tools and plans for their own organization; the lab does not promise time savings, financial returns, certification, or organizational transformation.
Define the executive challenge
Identify one recurring problem and the important work it displaces.
Output A concise problem statement.
Map how the problem develops
Trace the workflow, handoffs, decisions, and points of executive intervention.
Distinguish destructive, productive, and transitional friction.
Output A preliminary friction map.
Break
Clarify ownership and decision rights
Examine who decides, who contributes, and when escalation is appropriate.
Output A draft decision-and-ownership map.
Examine responsible AI opportunities
Determine whether the workflow is suitable for AI support, what information is appropriate to use, and where human review is required.
Output One bounded AI use case—or a reason to address the process first.
Select a manageable pilot
Define the intended improvement, baseline, owner, and boundaries.
Output A draft pilot charter.
Revisit the diagnosis
Review assumptions and refine the selected problem.
Practice one executive workflow
Use fictional or de-identified material to practice a task such as preparing a decision brief, outlining a board memo, or drafting a procedure.
Output A draft work product and review checklist.
Break
Apply the Council and Red Team
The Council broadens perspective by considering stakeholders such as staff, families, finance, operations, and the board.
The Red Team challenges unsupported claims, assumptions, omissions, and risks.
These are structured review exercises, not substitutes for stakeholder consultation or independent review.
Output A revised work product with unresolved questions identified.
Apply executive judgment
Decide what to accept, revise, verify, or reject. Establish ownership, review requirements, and escalation boundaries.
Output A draft approval and accountability checklist.
Develop a 30-day implementation plan
Set milestones, measures, responsibilities, and a review date.
Output A focused action plan.
Preparation
Participant takeaways
These are working drafts that require adaptation, and organizational approval where appropriate.
Responsible-use guardrails
AI output produced during the lab is not legal, compliance, clinical, or employment advice.
Technology should not exceed leadership. It should elevate leadership.
Discuss Your Needs